While reviewing a transaction you may find mistakes, inaccurate figures, blurry/incomplete images, or clarifications needed. You can submit revision requests back to the investor to retry the selected information without having to restart from the beginning.

Here is an interactive guide on how to request a revision:

​
Requesting Additional Documentation or Questions

While reviewing a transaction, you may also find that you need additional documentation or to ask clarifying questions that are not listed within the Template. You can add a field to send back to the investor to complete without having them restart from the beginning.

Here is an interactive guide on how to request a revision:

When everything is found satisfactory, click Finalize on the top right of your screen.

Select In Good Order or Rejected.

  • If counter-signatures are required and set up, then the Authorized Signatories for the account will receive an email prompting them to sign in and complete the signature.

  • If the reviewer is also the Authorized Signatory, then continue in this guide here.

If counter-signatures are not required, then the transaction is in its final status.

Any pre-set notifications will be sent to the investor and/or fund manager. Examples include wire instructions, banking information, next steps, etc.